How do I calculate tax totals?

Tax Totals can be calculated by first exporting your data to Excel, then gathering the data in the "Tax" column of your Excel spreadsheet. The following video explains how to export your data to Excel.

A message will appear on the screen asking if you would like to Save the file, or Open it. Save the file to your computer.

Locate the file that you saved to the computer and open it.

Scroll over to the column titled Tax (Column "S").

Select/Highlight all of the Tax amounts in this column. Do not include/highlight the title (Tax)

Click the Auto Sum feature. This is the icon that looks like an "E".

The total Tax will be displayed at the bottom of the column, after the last tax amount that was highlighted.

Please contact our support department if you require further assistance with this issue.

Calculate Tax Amount for a particular Date Range

PayJunction Trinity does keep track of the total Tax amount that is processed. Of course, you do need to enter the Tax amount for each transaction in order for the system to keep track of this information.

If you are including tax amounts, and you would like to calculate the total tax amount that has been processed during a particular time period, then please follow the steps listed below: